Center for Financial Planning’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9K | Hold |
87
| – | – | ﹤0.01% | 399 |
|
|
2025
Q1 | $17.2K | Hold |
87
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $19.5K | Hold |
87
| – | – | ﹤0.01% | 352 |
|
|
2024
Q3 | $17.4K | Hold |
87
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $15.9K | Hold |
87
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $16K | Hold |
87
| – | – | ﹤0.01% | 346 |
|
|
2023
Q4 | $15.6K | Hold |
87
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $14K | Hold |
87
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $14.8K | Hold |
87
| – | – | ﹤0.01% | 344 |
|
|
2023
Q1 | $13K | Hold |
87
| – | – | ﹤0.01% | 328 |
|
|
2022
Q4 | $11.2K | Hold |
87
| – | – | ﹤0.01% | 345 |
|
|
2022
Q3 | $12K | Hold |
87
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $12K | Hold |
87
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $16K | Hold |
87
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $18K | Hold |
87
| – | – | ﹤0.01% | 319 |
|
|
2021
Q3 | $16K | Hold |
87
| – | – | ﹤0.01% | 323 |
|
|
2021
Q2 | $16K | Hold |
87
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $15K | Hold |
87
| – | – | ﹤0.01% | 341 |
|
|
2020
Q4 | $14K | Buy |
+87
| New | +$14K | ﹤0.01% | 316 |
|